Last Update: 31 December 2022

The Scott Burns Margaritaville Portfolio obtained a 7.34% compound annual return, with a 10.74% standard deviation, in the last 30 Years.

The Scott Burns Five Fold Portfolio obtained a 7.46% compound annual return, with a 9.59% standard deviation, in the last 30 Years.

Summary

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Scott Burns Margaritaville Portfolio Scott Burns Five Fold Portfolio
Risk High High
Asset Allocation Stocks 67% 60%
Fixed Income 33% 40%
Commodities 0% 0%
30 Years Stats Return +7.34% +7.46%
Std Dev 10.74% 9.59%
Max Drawdown -38.70% -37.94%

Last Update: 31 December 2022

Historical Returns as of Dec 31, 2022

Comparison period starts from January 1985

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1M 6M 1Y 5Y(*) 10Y(*) 30Y(*) MAX(*)
Scott Burns Margaritaville Portfolio -3.13 -0.16 -16.10 +4.04 +5.89 +7.34 +8.95
Scott Burns Five Fold Portfolio -3.38 -2.15 -17.44 +3.34 +5.28 +7.46 +8.79
(*) Returns over 1 year are annualized

Capital Growth as of Dec 31, 2022

Scott Burns Margaritaville Portfolio: an investment of 1000$, since January 1993, now would be worth 8374.93$, with a total return of 737.49% (7.34% annualized).

Scott Burns Five Fold Portfolio: an investment of 1000$, since January 1993, now would be worth 8646.46$, with a total return of 764.65% (7.46% annualized).

Scott Burns Margaritaville Portfolio: an investment of 1000$, since January 1985, now would be worth 25959.64$, with a total return of 2495.96% (8.95% annualized).

Scott Burns Five Fold Portfolio: an investment of 1000$, since January 1985, now would be worth 24574.28$, with a total return of 2357.43% (8.79% annualized).

Drawdowns

Drawdown comparison chart since December 1992.

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Scott Burns Margaritaville Portfolio
Scott Burns Five Fold Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.70% Nov 2007 Feb 2009
-37.94% Nov 2007 Feb 2009
-22.41% Apr 2000 Sep 2002
-21.96% Jan 2022 Sep 2022
-21.60% Jan 2022 Sep 2022
-14.40% Jan 2020 Mar 2020
-13.82% Feb 2020 Mar 2020
-12.82% May 2011 Sep 2011
-10.32% May 2011 Sep 2011
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-8.29% Jul 1998 Aug 1998
-7.79% Feb 1994 Nov 1994
-7.24% Jun 2002 Sep 2002
-6.93% Sep 2018 Dec 2018
-6.31% Mar 2015 Sep 2015
-6.11% Feb 2001 Sep 2001
-5.67% Apr 2012 May 2012
-5.54% Feb 1994 Mar 1994

Drawdown comparison chart since January 1985.

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Scott Burns Margaritaville Portfolio
Scott Burns Five Fold Portfolio
Drawdown Start Bottom Drawdown Start Bottom
-38.70% Nov 2007 Feb 2009
-37.94% Nov 2007 Feb 2009
-22.41% Apr 2000 Sep 2002
-21.96% Jan 2022 Sep 2022
-21.60% Jan 2022 Sep 2022
-15.03% Sep 1987 Nov 1987
-14.53% Jan 1990 Sep 1990
-14.40% Jan 2020 Mar 2020
-13.82% Feb 2020 Mar 2020
-12.82% May 2011 Sep 2011
-12.21% Jan 1990 Sep 1990
-11.82% Sep 1987 Nov 1987
-10.32% May 2011 Sep 2011
-9.97% Feb 2018 Dec 2018
-9.72% Jul 1998 Aug 1998
-9.68% May 2015 Feb 2016
-8.29% Jul 1998 Aug 1998
-7.79% Feb 1994 Nov 1994
-7.24% Jun 2002 Sep 2002
-6.93% Sep 2018 Dec 2018

Yearly Returns

Yearly return comparison. Common historical serie start from January 1985.

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Year Scott Burns Margaritaville Portfolio Scott Burns Five Fold Portfolio
2022
-16.10% -17.44%
2021
+13.33% +15.57%
2020
+14.40% +8.59%
2019
+20.39% +19.52%
2018
-6.92% -4.81%
2017
+17.22% +11.77%
2016
+7.53% +7.13%
2015
-2.03% -0.51%
2014
+3.95% +10.14%
2013
+13.25% +8.13%
2012
+13.94% +13.78%
2011
+0.08% +3.49%
2010
+11.85% +14.45%
2009
+25.18% +24.16%
2008
-26.90% -23.95%
2007
+10.88% +4.26%
2006
+14.22% +16.17%
2005
+8.11% +8.26%
2004
+13.95% +15.75%
2003
+26.41% +23.74%
2002
-6.46% -1.18%
2001
-7.87% -0.06%
2000
-2.92% +5.40%
1999
+16.49% +9.10%
1998
+16.12% +9.78%
1997
+14.48% +11.37%
1996
+9.11% +13.09%
1995
+21.08% +19.23%
1994
+1.10% -2.47%
1993
+18.69% +18.48%
1992
+1.10% +5.91%
1991
+20.28% +23.52%
1990
-7.54% -6.16%
1989
+19.01% +15.34%
1988
+16.51% +14.35%
1987
+10.87% +6.54%
1986
+31.94% +26.37%
1985
+35.93% +30.39%
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